Camille Mercado

Business Development Representative at Smartleaf - Boston, MA, US

Camille Mercado's Colleagues at Smartleaf
Daniel Hagerty

Toolsmith

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Eyal Brosh

QA Engineer

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John Vigliotti

Implementation Project Manager

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Phanindra Dodda

Summer Intern

Contact Phanindra Dodda

Matthew Sullivan

Client Operations Co-op

Contact Matthew Sullivan

Elizabeth Burgess

Marketing & Business Development Associate

Contact Elizabeth Burgess

Long Pham

Software Developer Co-op

Contact Long Pham

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Camille Mercado's Contact Details
Email (Verified)
***@smartleaf.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
617-453-0714
Location
New York,New York,United States
Company
Smartleaf
Camille Mercado's Company Details
Smartleaf logo, Smartleaf contact details

Smartleaf

Boston, MA, US • 50 - 99 Employees
SaaS

Smartleaf re-engineers portfolio management to enable wealth-advisory firms to effortlessly deliver exceptional tax management and customization to clients, at unprecedented scale. Our software platform is used by some of the nation's largest TAMPs, bank trusts and RIAs to manage everything from custom-tailored $66MM taxable UMA accounts to $5 robo accounts with fractional shares.We allow firms to move upmarket by offering industry-leading transition, customization and tax optimization services. And we help firms implement hyper-efficient delivery models to economically serve the emerging mass affluent — all with one system.We are a dedicated team of financial engineers, mathematicians, software developers and visionaries working together to provide innovative technology that powers the future of wealth advisory services. We are devoted to doing things right, bringing a fiduciary standard of care to all that we do.

Overlay Portfolio Management fintech rebalancing solution consulting wealth management portfolio management SaaS Financial Advisory Services Financial Services
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Frequently Asked Questions about Camille Mercado
Camille Mercado currently works for Smartleaf.
Camille Mercado's role at Smartleaf is Business Development Representative.
Camille Mercado's email address is ***@smartleaf.com. To view Camille Mercado's full email address, please signup to ConnectPlex.
Camille Mercado works in the Financial Services industry.
Camille Mercado's colleagues at Smartleaf are Daniel Hagerty, Eyal Brosh, John Vigliotti, Phanindra Dodda, Matthew Sullivan, Elizabeth Burgess, Long Pham and others.
Camille Mercado's phone number is 617-453-0714
See more information about Camille Mercado